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Financial Sales

Location:
Tempe, AZ, 85281
Posted:
April 16, 2010

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Resume:

Daylon Hunt **** E. Playa Del Norte Dr. #****

Tempe, AZ 85281

Telephone- 505-***-****; email - ********@*****.***

Career Objective Obtain a career in a capacity that will best utilize my

financial management experience, relationship skills,

creativity and self-starting character. To secure a

position that enables me to use my financial, statistical,

analytical and project management skills that I have

obtained through both my education experience over the past

eleven years.

Education B.S. in Business Finance with a Minor in Economics

Arizona State University

Graduated: August 2003

Certifications Series 7 License. Life and Health.

Career

Experience Financial Manager. Equipment Specialties Company, Inc.

March 2009 to April 2010

. Joined a small business in distress and sustained it

financially to generate marginal growth from its

previous standing.

. Brought annual net revenue from under $600k to over

$1.2m in eight months.

. Managed all fiscal and financial obligations that

included but were not limited to: 941 reporting, gross

receipts tax reporting, accounts payable, accounts

receivable, unemployment tax, workers compensation tax,

business tax return and company payroll.

. Managed the day-to-day productivity of five employees

concurrent to managing all financial obligations, sales

objectives, major sales transactions, revenue

forecasting and pro forma budgeting.

. Planned and designed the production and initial

distribution of two new products, concurrent to

maintaining the current lines of production and

distribution.

Financial Analyst, New Mexico Educators Federal Credit

Union

February 2008 to March 2009

. Worked directly for the Chief Financial Officer to

assist in financial management of the Credit Union's

customer portfolio. Reported to the Credit Union Board

of Directors all financial findings, liquidity updates

and General Ledger statements.

. Tracked the liquidity levels and market sustainability

of the Credit Union, including but not limited to

Federal Home Loans overnight borrowing and lending.

. Analyzed financial data, created ad-hoc financial

reports and helped establish interest rates for auto

loans, home and business mortgages, certificates of

deposit, and money market funds.

. Determined both profit and default probabilities for

loans and investments-- Specifically business loans,

auto loans and large investment opportunities.

. Created and maintained the Credit Union's balance sheet

and income statement and provided information through

quarterly reports provided to board members on the

financial positioning and sustainability of the Credit

Union in accordance with GAAP principles. Prepared

annual consolidated financial statements for company

standings.

. Set year-end profit and loss targets and implemented new

strategies for upcoming year. Assisted in economic

forecasting of revenue, operating budgets, market trends

and monitoring expenditures.

. Generated technical forecasts and summaries of Credit

Union's financial sustainability in various economic

situations and hardships.

Separate Accounts Analyst, Thornburg Investment Management,

Santa Fe NM

September 2005 to February 2008

. Created and analyzed performance reports for high net

worth Institutional Accounts, including but not limited

to creating the data, determining rates of return, and

analyzing the overall performance of investment accounts

for each high net worth account holder.

. Managed two employees in the opening, closing, analyzing

and maintaining of all Separate Accounts. Ensuring

proper funding of accounts as well as setting up the

accounts in the correct mutual funds according to their

growth expectations and overall risk tolerance.

. Analyzed and reconciled over 11,000 accounts to ensure

correct funding, cash balances, trade executions and

stock settlements.

. Managed the SEC research and reporting for the company.

Entailed researching and following through on any

possible violations or illegal use of personal brokerage

accounts. Reported findings to the SEC and company

attorney.

. Experienced and participated in the growth of the

company from approximately 1.6 billion to over 37

billion in total assets.

Investment Advisory Analyst, AIG, Phoenix, Arizona

December 2003 to August 2005

. Analyzed client portfolios for Financial Advisors to

determine overall cost-basis to accurately set up fee

schedules for their clients' stock portfolios.

. Converted clients existing account platforms to new AIG

Advisory accounts in effort to more accurately track

performance and monitor the behavior of clients' stock

portfolios.

. Worked closely with high profile AIG Financial Advisors

in analyzing specific funds performance history and

overall profitability versus risk.

Service Active community involvement throughout

career development has included:

. Achieved the rank of Eagle within the Boy Scouts of

America

. Served a two year volunteer service church mission.

. Volunteer worker for New Mexico Animal Human Society.

Professional Skills Through my education and successful tenure with

reputable companies, my skills are:

. Strong Excel, Access, SQL, Oracle and Crystal Reports

with particular focus on financial modeling and the use

of advanced features of spreadsheets. To include Pivot

Tables, VLookup, Graphs, Charts and other analytical

tools.

. Exceptionally well organized with great ability to

communicate both written and oral.

. Deep level of analytical ability and accuracy in

financial policies, procedures, laws and regulations.

. Excellent ability to meet deadlines, work under pressure

and interact professionally with superiors and staff.

. Remarkable ability to work independently or in a team

setting and complete tasks with minimal supervision.

. Excellent communication, both oral and written skills.

Extremely self motivated

References Available upon request.



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